Insurance Advisor

1 week ago


Pretoria, Gauteng, South Africa Sanlam Limited Full time
Job Summary

We are seeking an experienced Insurance Advisor to promote Sanlam Retail Mass's products and increase market share through effective sales and client service strategies.

Key Responsibilities
  1. Gaining and maintaining an in-depth understanding of SRM product ranges.
  2. Understanding customer needs, financial goals, and means, and providing the right product(s) that satisfy these goals affordably.
  3. Continuously updating and informing customers of new products or changes in existing products.
  4. Validating client details in line with product and regulatory requirements.
  5. Conducting due diligence on clients to identify and flag potential risks.
  6. Managing own capacity to ensure daily appointments are prioritised while allowing time for walk-in clients.
Skills and Qualifications
  • 1-year experience in a sales or marketing capacity.
  • Experience within insurance branches is an advantage.
  • Matric (Grade 12).
  • RE5 advantageous.
  • FAIS Compliant (Wealth Management) as per DOFA requirements.
  • Class of Business training (to be completed within 12 months of employment).


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